Marjam Supply Company, Inc. And Affiliates Profit Sharing And 401(K) Plan — Form 5500 plan (Marjam Supply Company, Inc.)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Marjam Supply Company, Inc. And Affiliates Profit Sharing And 401(K) Plan is a benefit plan reported by Marjam Supply Company, Inc. under EIN 11-2507216 and plan number 001. The latest loaded filing year is 2023. The filing reports 822 participants and $9,038,340 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$9MPlan net assets, end of year$9,018,979
Participants822Covered participants reported
Assets / participant$11KComputed: assets ÷ participants$10,996 (computed)
Provider compensation$109.9K2 Schedule C provider row(s)$109,856
- Plan sponsor
- Marjam Supply Company, Inc.
- EIN
- 11-2507216
- Plan number
- 001
- Plan type
- 2
- Location
- Farmingdale, NY
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 822 | H, C | 20250317084856NAL0001280275001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$9M total assets
Net assets$9MLiabilities$19.4K
Full reported line items
Net assets
- Total assets (EOY)
- $9,038,340
- Total liabilities (EOY)
- $19,361
- Net assets (EOY)
- $9,018,979
- Net assets (BOY)
- $33,097,544
Income & contributions
- Employer contributions
- $1,552
- Participant contributions
- $1,055,365
- Total contributions
- $1,089,818
- Total income / additions
- $4,311,417
Expenses & distributions
- Benefits paid
- $27,955,101
- Administrative expenses
- $109,856
- Total expenses
- $28,120,253
- Net increase / (decrease)
- -$23,808,836
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $61,962 | $0 | 2023 |
| First Republic Investment Mgmnt | INVESTMENT ADVISORY-PLAN | $47,894 | not reported in the loaded dataset | 2023 |